Charlotte Long

Assistant Manager

Tel: 020 3207 3491

Joined JM Finn: 2013


Charlotte joined JM Finn in 2013 from an IFA in Surrey and has worked alongside Paul Dyas since 2017, assisting with investment and client relations. She is a member of the Chartered Institute for Securities & Investment, holding the Investment Advice Diploma (Level 4). Charlotte lives in London and is a keen runner, having recently completed her first marathon, she enjoys concerts and the theatre and is heavily involved with a number of charities.

Latest Market Commentary

Inflation, interest rates and unemployment have taken a back seat amongst many media outlets in November, as the Football World Cup, amongst some controversy, has gotten underway.

How does the seasons and holidays impact markets? Has this year been any different so far?

The pound fell after hearing Hunt’s Autumn Budget. What other impacts did it have on the markets?